知情人士：阿里考虑将AI基建与云计算的投入提升至4800亿元_老虎社区_美港股上老虎

知情人士：阿里考虑将AI基建与云计算的投入提升至4800亿元

老虎资讯综合01-29

一位知情人士透露，阿里巴巴正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。

在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）

阿里盘前股价短线拉升。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

里二外三
·01-29
知情人士练名字都不敢说，可以说是胡说八道。
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男孩
·01-29
一位知情人士透露？这个知情人士是谁？有什么目的？这个知情人士怎么知道这么多？发布新闻帖都是一套一套的。蛊惑人心呀。
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Mediator
·01-29
阿里作秀一套一套的
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马老师瑟瑟发抖
·01-29
有这么多钱吗？不得发债？
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20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>一位知情人士透露， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。</p><p>在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）</p><p>阿里盘前股价短线拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2b646fa931357698c9d86513a628073\" title=\"\" tg-width=\"1167\" tg-height=\"423\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147482307","content_text":"一位知情人士透露， 阿里巴巴 正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）阿里盘前股价短线拉升。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":527082311988840,"gmtCreate":1769690414437,"gmtModify":1769690416622,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","vip":1,"hat":"https://static.tigerbbs.com/e1c01e958f63198f5d9648b59135f687","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"htmlText":"阿里作秀一套一套的","listText":"阿里作秀一套一套的","text":"阿里作秀一套一套的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527082311988840","repostId":1147482307,"repostType":2,"repost":{"id":"1147482307","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769690161,"share":"https://www.laohu8.com/m/news/1147482307?lang=zh_CN&edition=full","pubTime":"2026-01-29 20:36","market":"us","language":"zh","title":"知情人士：阿里考虑将AI基建与云计算的投入提升至4800亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1147482307","media":"老虎资讯综合","summary":"由3800亿元提升至4800亿。","content":"<html><head></head><body><p>一位知情人士透露， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。</p><p>在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）</p><p>阿里盘前股价短线拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2b646fa931357698c9d86513a628073\" title=\"\" tg-width=\"1167\" tg-height=\"423\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>一位知情人士透露， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。</p><p>在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）</p><p>阿里盘前股价短线拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2b646fa931357698c9d86513a628073\" title=\"\" tg-width=\"1167\" tg-height=\"423\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147482307","content_text":"一位知情人士透露， 阿里巴巴 正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）阿里盘前股价短线拉升。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":527082422940584,"gmtCreate":1769690369935,"gmtModify":1769691095655,"author":{"id":"3557719081825238","authorId":"3557719081825238","name":"马老师瑟瑟发抖","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3557719081825238","authorIdStr":"3557719081825238"},"htmlText":"有这么多钱吗？不得发债？","listText":"有这么多钱吗？不得发债？","text":"有这么多钱吗？不得发债？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527082422940584","repostId":1147482307,"repostType":2,"repost":{"id":"1147482307","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769690161,"share":"https://www.laohu8.com/m/news/1147482307?lang=zh_CN&edition=full","pubTime":"2026-01-29 20:36","market":"us","language":"zh","title":"知情人士：阿里考虑将AI基建与云计算的投入提升至4800亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1147482307","media":"老虎资讯综合","summary":"由3800亿元提升至4800亿。","content":"<html><head></head><body><p>一位知情人士透露， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。</p><p>在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）</p><p>阿里盘前股价短线拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2b646fa931357698c9d86513a628073\" title=\"\" tg-width=\"1167\" tg-height=\"423\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>一位知情人士透露， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。</p><p>在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）</p><p>阿里盘前股价短线拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2b646fa931357698c9d86513a628073\" title=\"\" tg-width=\"1167\" tg-height=\"423\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147482307","content_text":"一位知情人士透露， 阿里巴巴 正考虑将未来三年投入到AI基建与云计算上的资金由3800亿元提升至4800亿元。在国内，阿里有自研的芯片真武810E；在海外，它也在“用一辆辆卡车来运采购的GPU。”一位知情人士说。最激进的时候，“连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。”（晚点LatePost）阿里盘前股价短线拉升。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":4,"repostSize":3,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}